Most financial planners are interested in

assets under management.

We help get your goals under management.

Lake Oswego 503 699-9200

Toll Free 888 699-9201

Investment advisory services are offered through WBH Financial Services, LLC (“WBH”) an investment advisor registered with the State of Oregon.  Such services are only provided where WBH is properly registered or exempt from registration and after clients have entered into an Investment Advisory Agreement confirming the terms of the advisor client engagement and have been provided a copy of WBH’s ADV Part 2A brochure document.” 
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable.  However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Financial Advisory

& Outlook

We believe that providing Resources that help you understand how finances work and stay on track to your goals is just part of the job.

Lake Oswego 503 699-9200

Toll Free 888 699-9201

Most financial planners are interested in

assets under management.

We help get your goals under management.

The WBH Spending Plan helps you sort out all the costs of living. This downloadable Excel spread sheet includes all the equations so that it automatically calculates your income and expenses and summarizes them in the terms you and your tax preparer will both understand. Click here to download your copy.


Need specifics on how to put your Goals Under Management?
You will find solid advice here. We review each newsletter to determine the subject with long term impact and then catalog it here for you. Copies of newsletters that include information you can use:

What are Digital Assets?
Click here for your copy

The Bond Dilemma
Click here for your copy

And Away We Go (Visioning your Retirement)
Click here for your copy

Money : The Knowns, Unknowns and Unknown Unknowns.
Click here to get our copy

What's salsa got to do with money?
Click to get your copy

What' s Money Got To Do With It?
Click to get your copy

Are You Prepared For Retirement? (Revisited).
Click to get your copy

What is the Cost Of "Safe" Money?
Click to get your copy